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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Cathy Pareto & Associates

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Cathy Pareto & Associates from 13F filings

Historical chart of Cathy Pareto & Associates investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Cathy Pareto & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Cathy Pareto & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 131k 26.30
2025-06-30 $3.2M 131k 24.54
2025-03-31 $3.1M 133k 23.61

More positions owned by Cathy Pareto & Associates

Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr European Opportu (OPPE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Inf Tech Etf (VGT)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Cathy Pareto & Associates

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
Boulay Financial Advisors
McAdam
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
Morgan Stanley
Glassman Wealth Services
LPL Financial
AlphaCore Capital
Cetera Investment Advisers
Quadrant Capital

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg